Kaye Capital Management First Tr Value Line Divid Inde Transaction History
Kaye Capital Management
- $213 Million
- Q1 2024
A detailed history of Kaye Capital Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Kaye Capital Management holds 292,218 shares of FVD stock, worth $12.3 Million. This represents 5.8% of its overall portfolio holdings.
Number of Shares
292,218
Previous 294,913
0.91%
Holding current value
$12.3 Million
Previous $11.9 Billion
99.9%
% of portfolio
5.8%
Previous 5.33%
Shares
6 transactions
Others Institutions Holding FVD
# of Institutions
560Shares Held
153MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$1.02 Billion0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$844 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$328 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$319 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$250 Million0.07% of portfolio